Jonathan discusses taxes, 1st Quarter market performance, and the persistency of factors in the markets. He further explains how owning a globally diversified portfolio tilting toward small, cheap, and profitable businesses should benefit investors over time.
Jonathan discusses mindfulness, March Madness and the math of money. He explains how awareness, discipline and collaboration are essential to building wealth over time.
Jonathan discusses Valentine’s Day loving habits and mindset for investing in profitable businesses for a lifetime. Concentration to get rich and diversify to stay rich, the simple concept that many business owners and executives anchor the control of ownership stake in their own business and how to transfer the mindset to passive ownership in markets beyond a month, year, thinking 10 years with an ownership mentality for a lifetime. Instead of a life of stress, you can get to a sustainable financial life of healthy, wealthy and chilling on a hammock!
Jonathan discusses principles from late Vanguard founder Jack Bogle, reviews asset class performances in 2018, and adds context to the performance of cash in long term investors’ portfolios.
“The Federal Reserve, Fears about the Market, and Financial Planning in 2019”: Jonathan M Satovsky discusses the Federal Reserve’s upcoming December meeting and what it could mean for the markets, fears around recent volatility, and the important financial planning habits going into 2019.
“Thanksgiving Day Gratitude / Investment Advice”: Jonathan discusses investing in the Markets vs. Cash – maintaining a long term investment perspective. Metrics on business / stock ownership vs. cash.
Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA
Satovsky Asset Management, LLC (SAM)
232 Madison Avenue, Suite 400
New York, NY 10016
Phone: 212.584.1900
“Halloween Hysteria: The Market’s Trick is Your Treat!”: Jonathan M Satovsky discusses recent investor sentiment in the markets, reframes it in context of historical intra-year market movement, and shows that the hysteria of short-term events acts a positive for long-term investors.
